Cobblestone Capital Advisors’s Regions Financial RF Stock Holding History

Cobblestone Capital Advisors’s Portfolio RF Stock Details RF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$270K	Hold	10,250	–	–	0.01%	269
2025 Q2	$241K	Hold	10,250	–	–	0.01%	276
2025 Q1	$223K	Hold	10,250	–	–	0.01%	274
2024 Q4	$241K	Sell	10,250 -11	-0.1%	-$272	0.01%	261
2024 Q3	$239K	Buy	10,261 +11	+0.1%	+$240	0.01%	263
2024 Q2	$205K	Hold	10,250	–	–	0.01%	267
2024 Q1	$216K	Hold	10,250	–	–	0.01%	268
2023 Q4	$199K	Hold	10,250	–	–	0.01%	268
2023 Q3	$176K	Hold	10,250	–	–	0.01%	259
2023 Q2	$183K	Hold	10,250	–	–	0.01%	264
2023 Q1	$190K	Hold	10,250	–	–	0.01%	261
2022 Q4	$221K	Sell	10,250 -750	-7%	-$16.3K	0.02%	256
2022 Q3	$221K	Hold	11,000	–	–	0.02%	230
2022 Q2	$206K	Buy	+11,000	New	+$227K	0.02%	240
2021 Q4	–	Sell	-11,571	Closed	-$247K	–	265
2021 Q3	$247K	Buy	+11,571	New	+$230K	0.02%	230

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Cobblestone Capital Advisors's RF Position: Q3 2025 in Review

Cobblestone Capital Advisors held its Regions Financial (RF) position steady in Q3 2025 at 10,250 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #269.

Cobblestone Capital Advisors first reported a position in RF in Q3 2021 and has held it in 15 quarters since. 1,003 funds tracked by Wall St. Rank hold RF as of Q3 2025.

Cobblestone Capital Advisors held 10,250 shares of Regions Financial worth $270K as of Q3 2025.
Cobblestone Capital Advisors left its Regions Financial share count unchanged in Q3 2025.
Regions Financial made up 0.01% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #269 holding.
Cobblestone Capital Advisors first reported a position in Regions Financial in Q3 2021 and has held it in 15 quarters since.
1,003 funds tracked by Wall St. Rank held Regions Financial as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.